Hurlow Wealth Management Group’s ConocoPhillips COP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-2,767	Closed	-$248K	–	120
2025 Q2	$248K	Sell	2,767 -16	-0.6%	-$1.44K	0.07%	113
2025 Q1	$292K	Buy	2,783 +9	+0.3%	+$898	0.09%	94
2024 Q4	$275K	Sell	2,774 -3	-0.1%	-$319	0.09%	97
2024 Q3	$292K	Buy	2,777 +6	+0.2%	+$659	0.09%	94
2024 Q2	$317K	Sell	2,771 -2	-0.1%	-$243	0.11%	84
2024 Q1	$353K	Buy	2,773 +3	+0.1%	+$342	0.12%	80
2023 Q4	$322K	Buy	2,770 +4	+0.1%	+$468	0.12%	80
2023 Q3	$331K	Buy	2,766 +8	+0.3%	+$929	0.14%	78
2023 Q2	$286K	Buy	2,758 +4	+0.1%	+$411	0.12%	86
2023 Q1	$273K	Sell	2,754 -8	-0.3%	-$875	0.13%	84
2022 Q4	$326K	Buy	2,762 +35	+1%	+$4.25K	0.17%	75
2022 Q3	$279K	Hold	2,727	–	–	0.16%	73
2022 Q2	$245K	Hold	2,727	–	–	0.14%	84
2022 Q1	$273K	Buy	+2,727	New	+$251K	0.17%	76
2020 Q1	–	Sell	-5,170	Closed	-$335K	–	92
2019 Q4	$335K	Hold	5,170	–	–	0.33%	73
2019 Q3	$290K	Sell	5,170 -370	-7%	-$21.1K	0.31%	77
2019 Q2	$334K	Sell	5,540 -170	-3%	-$10.6K	0.35%	67
2019 Q1	$360K	Sell	5,710 -143	-2%	-$9.62K	0.39%	58
2018 Q4	$382K	Buy	+5,853	New	+$398K	0.46%	48